Howard Wealth Management
BND icon

Howard Wealth Management’s Vanguard Total Bond Market BND Stock Holding History

Howard Wealth Management’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.74M Sell
39,061
-288
-0.7% -$20.8K 0.99% 32
2026
Q2 		$2.89M Sell
39,349
-4,020
-9% -$295K 1.07% 31
2026
Q1 		$3.19M Buy
43,369
+1,287
+3% +$95.5K 1.34% 25
2025
Q4 		$3.12M Buy
42,082
+181
+0.4% +$13.5K 1.36% 24
2025
Q3 		$3.12M Buy
41,901
+582
+1% +$42.9K 1.43% 18
2025
Q2 		$3.04M Buy
41,319
+154
+0.4% +$11.2K 1.54% 17
2025
Q1 		$3.02M Buy
41,165
+496
+1% +$36K 1.69% 15
2024
Q4 		$2.92M Sell
40,669
-5,790
-12% -$423K 1.58% 16
2024
Q3 		$3.49M Buy
46,459
+28,854
+164% +$2.14M 2.03% 13
2024
Q2 		$1.27M Buy
17,605
+496
+3% +$35.5K 1% 24
2024
Q1 		$1.24M Buy
17,109
+778
+5% +$56.5K 1.01% 23
2023
Q4 		$1.2M Buy
16,331
+7,943
+95% +$561K 1% 24
2023
Q3 		$585K Sell
8,388
-94
-1% -$6.71K 0.54% 43
2023
Q2 		$617K Sell
8,482
-3,034
-26% -$222K 0.53% 43
2023
Q1 		$850K Sell
11,516
-5,661
-33% -$414K 0.71% 43
2022
Q4 		$1.23M Sell
17,177
-38,416
-69% -$2.75M 1.01% 27
2022
Q3 		$3.96M Sell
55,593
-10,882
-16% -$814K 2.81% 9
2022
Q2 		$5M Sell
66,475
-10,301
-13% -$784K 5.3% 5
2022
Q1 		$6.11M Buy
76,776
+2,538
+3% +$207K 3.33% 6
2021
Q4 		$6.29M Sell
74,238
-8,202
-10% -$699K 3.32% 5
2021
Q3 		$7.04M Sell
82,440
-703
-0.8% -$60.7K 3.94% 4
2021
Q2 		$7.14M Sell
83,143
-31
-0% -$2.64K 3.93% 5
2021
Q1 		$7.05M Buy
83,174
+935
+1% +$80.6K 4.12% 4
2020
Q4 		$7.25M Buy
82,239
+11,138
+16% +$980K 4.52% 4
2020
Q3 		$6.27M Buy
71,101
+39,895
+128% +$3.54M 4.47% 4
2020
Q2 		$2.76M Buy
+31,206
New +$2.73M 2.25% 13
2020
Q1 		– Sell
-1,685
Closed -$141K – 143
2019
Q4 		$141K Buy
+1,685
New +$142K 0.12% 115

Other funds holding BND

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
SBI Okasan Asset Management
SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Howard Wealth Management's BND Position: Q3 2026 in Review

Howard Wealth Management reduced its Vanguard Total Bond Market (BND) stake by 0.73% in Q3 2026, selling an estimated $20.8K and leaving 39,061 shares worth $2.74M. The position accounts for 0.99% of the portfolio, ranked #32.

Howard Wealth Management first reported a position in BND in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.25M in Q4 2020. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

  • Howard Wealth Management held 39,061 shares of Vanguard Total Bond Market worth $2.74M as of Q3 2026.
  • Howard Wealth Management sold 288 Vanguard Total Bond Market shares in Q3 2026, an estimated $20.8K.
  • Vanguard Total Bond Market made up 0.99% of Howard Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Howard Wealth Management first reported a position in Vanguard Total Bond Market in Q4 2019 and has held it in 27 quarters since.
  • Howard Wealth Management's Vanguard Total Bond Market position peaked at $7.25M in Q4 2020.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.